List categories

Categories you use to analyse transactions and invoices, with their group and direction.

MCP tool pennylane_read → list_categories

read

Returns every category with its label, its category group and an optional analytical code. Treasury categories have a direction of cash_in or cash_out; other categories have none. Read this before categorise_transaction so you only pick categories that exist. Pages hold 1 to 100 categories; pass next_cursor back as cursor for the next page.

Parameters

Parameters: list_categories
NameTypeDescription
category_group_id integer integer Only categories in this group.
limit integer integer 1 to 100. Default: 20.
cursor string string Next page cursor from the previous call.

tools/call

JSON-RPC

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "pennylane_read",
    "arguments": {
      "operation": "list_categories",
      "arguments": {}
    }
  }
}

Example response

JSON

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "categories": [
      {
        "category_id": 59,
        "label": "Hosting",
        "category_group_id": 7,
        "direction": "cash_out",
        "analytical_code": null
      },
      {
        "category_id": 33,
        "label": "Bank fees",
        "category_group_id": 7,
        "direction": "cash_out",
        "analytical_code": null
      }
    ],
    "has_more": false,
    "next_cursor": null
  },
  "isError": false
}

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